Wealth Management Associate Visa Sponsorship Jobs in California
California is one of the top states for wealth management associate roles, with major employers including Wells Fargo, Morgan Stanley, Charles Schwab, and Bank of the West concentrated in San Francisco, Los Angeles, and San Diego. The state's deep pool of high-net-worth clients and global financial connections make it a consistent source of visa sponsorship hiring in this field.
Find Wealth Management Associate JobsOverview
Showing 5 of 139+ Wealth Management Associate Jobs in California with Visa Sponsorship
See all 139+ Wealth Management Associate Jobs in California with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Associate Jobs in California with Visa Sponsorship.
Get Access To All JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
THE TEAM
You will be working in the Financial Services team in Brea and Pasadena. Your working location will be based in Brea, CA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
YOUR SKILLS AND EXPERIENCE
- SIE, Series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's or master’s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- mandarin is a plus
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Brea min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
THE TEAM
You will be working in the Financial Services team in Brea and Pasadena. Your working location will be based in Brea, CA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
YOUR SKILLS AND EXPERIENCE
- SIE, Series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's or master’s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- mandarin is a plus
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Brea min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Wealth Management Associate Job Roles in California
See all 139+ Wealth Management Associate Jobs in California
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Wealth Management Associate Jobs in CaliforniaWealth Management Associate Jobs in California: Frequently Asked Questions
Which companies sponsor visas for wealth management associates in California?
Several large financial institutions in California have a documented history of sponsoring work visas for wealth management associates, including Wells Fargo, Morgan Stanley, UBS, Charles Schwab, and Bank of America. Registered investment advisors and boutique wealth management firms in San Francisco and Los Angeles also sponsor, though less frequently than the major banks and wirehouses. Sponsorship availability varies by hiring cycle and role level.
Which visa types are most common for wealth management associate roles in California?
The H-1B visa is the most common visa category for wealth management associate positions in California, as the role typically requires a bachelor's degree in finance, economics, or a related field, meeting the specialty occupation standard. Some employers also sponsor TN visas for Canadian and Mexican nationals with qualifying credentials. Australians may be eligible for the E-3 visa, which operates outside the H-1B lottery.
Which cities in California have the most wealth management associate sponsorship jobs?
San Francisco and its surrounding Bay Area lead in wealth management associate sponsorship activity, driven by the concentration of high-net-worth tech industry clients and major financial institutions. Los Angeles follows closely, with a strong presence of private banks and independent wealth management firms. San Diego also has a notable cluster of wealth management employers, particularly serving the affluent coastal and biotech professional demographics.
How to find wealth management associate visa sponsorship jobs in California?
Migrate Mate is a job board built specifically for international candidates seeking visa sponsorship in the United States. You can filter directly for wealth management associate roles in California to see employers that have sponsored visas in this field. This saves significant time compared to reviewing general job postings where sponsorship availability is rarely stated upfront and often requires individual outreach to confirm.
Are there any California-specific factors that affect visa sponsorship for wealth management associates?
California's prevailing wage requirements under H-1B rules reflect the state's high cost of living, meaning employers must pay wages benchmarked to California market rates, which are among the highest in the country for financial services roles. The state's large university system, including UC Berkeley, UCLA, and USC, creates a strong pipeline of international finance graduates who pursue sponsorship locally. FINRA licensing requirements apply regardless of visa status and must be addressed early in the hiring process.
What is the prevailing wage for sponsored wealth management associate jobs in California?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.